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Self-Assessment Revisited
Making the Most of the Eaquals
Quality Cycle
Eaquals Members’ Meeting
18-19 November 2016 Florence
Ludka Kotarska
©Eaquals 06/08/2014
www.eaquals.org
Institutional Self-Assessment
• Objectives and principles
• Scope and methods
• Practical implications:
- Sharing experience
- Re-visiting Eaquals quality cycles
- Where do we go from here?
- How can we make it work better?
2
Self-Assessment
3
• What does it mean for you?
Self-Assessment
• Openness to examine
• Constructive self-criticism
• Honest and non-defensive exercise
4
Self-Assessment
• Key challenges
• Quality assurance assessment
• Benchmarking
• Innovation
• Development
• Enhancement
5
Your Institutional Experience
6
How would you assess this
experience?
7
Levels of Implementation
• Collective Reflection and Evaluation
• Awareness
• Development
• Sustainable Continuous Quality
Improvement
8
Self-Assessment
• Why?
• What?
• How?
• Outcome?
9
Self-Assessment: Principles
• It should never be felt as threatening
• It should never be used for
punishment or reward
• It should not be used to assess an
individual
• It should enable staff to stand back
and reflect on what they are doing,
and how others perceive it
10
Self-Assessment: Aims
• Identify institutional strengths and
shortcomings
• Review and improve the effectiveness of
the institution’s strategic plan
• Demonstrate a higher degree of
professionalism internally and externally
11
Self-Assessment: Benefits
• Increases ability to make strategic decisions
• Establishes critical and priority needs and actions
• Improves systems and monitors institutional
progress according to benchmarks
• Identifies training needs
• Generates more proactive attitude among staff
12
Self-Assessment
• encourages reflection
• gives staff a voice
• engages and empowers staff
• provides a safe framework for giving and
receiving feedback, and acting on it
effectively
• is a great leadership tool
13
Self-Assessment
• Can be conducted using a variety of
different approaches
• The overall focus is promotion of
an organisation wide discussion
on the current development stage
and future development direction
14
Basic questions
• What is it?
• How does it work?
• Who’s doing it?
• Why is it significant?
• What are the downsides?
• Where is it going?
• What are the implications for e.g.
teaching and learning?
15
The steps to take
• Assign a leader
• Assemble a team
• Specify a time framework
• Gather documentation
• Develop an action plan
• Implement and review it
16
Eaquals Survey:
Impact of Self-Assessment
• 78% very positive and beneficial
• 88% would do it again
• Other comments:
 very long and repetitive
 time consuming
 extremely thorough and well documented
 blue-sky thinking opportunity
 sparked or reinforced a culture of quality
awareness
 promoted team-building
17
Let’s take a closer look
18
Eaquals Self-Assessment
• Self-Assessment Scheme for
Prospective Members
• Mid-term Self-Assessment for
Accredited Members
19
Self-Assessment for
prospective members
Aims:
• enable an institution to make a
considered judgement
 on its quality standards
 whether and when to proceed with the
application for Eaquals accreditation
20
Eaquals Self-Assessment Scheme
• Self-Assessment Questionnaire
• Self-Assessment Activities
• Guide to developing an action plan
• Eaquals Glossary
21
The Questionnaire
• covers 12 main Categories of the
Inspection Scheme
• helps to identify developments
needed to meet the Eaquals
Standards
• its results are used to draw up an
action plan
22
Self-Assessment Activities
• follow the format of the
Questionnaire, cover 12 Categories
• are designed to make the SA more
meaningful and realistic
• enable staff to look at the institution
from the perspective of different
stakeholders
23
Action Plan
• based on the results of the
Questionnaire and Activities
• a useful team-building exercise
• should include answers to the
following questions
24
Basic Questions
• What do we need to change?
• What action is needed?
• Who will take responsibility for it?
• What is the deadline for the action to
be completed?
• What are the intervening steps which
may be needed during the process?
• What will the final outcome look like?
25
Sample action plan
Change
Needed
Desired
Outcome
Action
Suggested
Responsible
Person
Final
Deadline
Interveni
Deadline
To perform a
mapping
exercise that
directly
references our
curriculum in
relation to the
CEFR
Framework.
For all staff and
students to have
a greater
understanding of
the CEFR
framework and
use this more
effectively in
school language
assessment.
Stage 1 –
research of
CEFR and
translation of
any
necessary
documents.
Stage 2 – a
written
curriculum
document
that uses the
CEFR
Director of
Studies
Course
Programme
Coordinator
11. 16
writing
01.17
staff
training
completed
09.16
first meetin
10.16 –
review
meeting,
document
written.
26
Eaquals Quality Cycle 1
SA
AP
AVI
FI
27
Mid-term Self-Assessment:
Aims
• Encourages continuing development
and reflection against the Eaquals
Charters and Standards
• Ensures there are no areas of concern
with regard to continuing accreditation
• Offers support and guidance
• Provides a written record of your
development since your last inspection
28
29
Summary of feedback gathered since your last inspection
Feedback from learners
and sponsors such as
parents, employers or
corporate HR training
managers
Conclusions of
management and teacher
meetings, and QA
processes
Assessment of teaching
strengths and
weaknesses gathered in
performance review
meetings and lesson
observations
Students exam/test
results if relevant to your
situation
Other external feedback
including Eaquals
recommendations and
any other audit results
Please give a summary of any strengths and weaknesses you feel you are aware of, in the institution, based
on your findings above:
Mid-term Self-Assessment Report
• feedback from learners, sponsors,
external auditors
• conclusions of management and
teacher meetings, QA processes
• assessment of teaching
• strengths and weaknesses
• developments since the previous
inspection
30
Eaquals Quality Cycle 2
I
D
MT
SA
AP
C
31
Issues arising
• How can we make mid-term self
assessment more meangful?
• How can it better facilitate an internal
dialogue about quality and the process of
ongoing improvement and development?
• How can it add value to re-inspections?
32
33
For consideration
• Focus mid-term Self-Assessment
on:
implementation of recommendations
formulated by inspectors at the
previous inspection
assessment of meeting indicators of
excellence
34
Post inspection recommendations
carry out a self-review to assess
significance of recommendations, degree
and effectiveness of their implementation
list supporting evidence and reflect
depending on the outcome formulate an
action plan
35
Self-Assessment Questionnaire
• based on indicatiors of excellence
• 12 main Categories
• headings the same as the ones for
Categories of the Quality Standards
36
Sample Questionnaire:
• Teaching and Learning
• Overall Assessment
37
Suggested procedure
• inform staff about the rationale of
the project
• identify Categories crucial for your
institutional development and
involve staff in the selection process
• conduct self-assessment
38
Suggested procedure
• carry out a strengths/weaknesses
analysis
• identify priorities
• design an action plan
39
Proposed scenario
• nomimate project leaders
• agree on time frame
• monitor the proces
• measure and assess results
40
The Self-Assessment Report
• Should clearly describe the state-of-
the art
• Should analyse the situation:
Do you meet the formulated
criteria? What evidence can you
provide?
What are the weaknesses?
 What are the strengths?
41
Follow-up: Possible scenario
• The report is discussed with
Eaquals
• Priorities are identified
• Focus of the re-inspection is agreed
42
Thank you
43
www.eaquals.org
Further information:
Ludka Kotarska
Eaquals Director of Accreditation
lkotarska@eaquals.org
www.eaquals.org

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Ludka Kotarska Mid-term self-assessment revisited - making the most of the Eaquals quality cycle

  • 1. Self-Assessment Revisited Making the Most of the Eaquals Quality Cycle Eaquals Members’ Meeting 18-19 November 2016 Florence Ludka Kotarska ©Eaquals 06/08/2014 www.eaquals.org
  • 2. Institutional Self-Assessment • Objectives and principles • Scope and methods • Practical implications: - Sharing experience - Re-visiting Eaquals quality cycles - Where do we go from here? - How can we make it work better? 2
  • 4. Self-Assessment • Openness to examine • Constructive self-criticism • Honest and non-defensive exercise 4
  • 5. Self-Assessment • Key challenges • Quality assurance assessment • Benchmarking • Innovation • Development • Enhancement 5
  • 7. How would you assess this experience? 7
  • 8. Levels of Implementation • Collective Reflection and Evaluation • Awareness • Development • Sustainable Continuous Quality Improvement 8
  • 10. Self-Assessment: Principles • It should never be felt as threatening • It should never be used for punishment or reward • It should not be used to assess an individual • It should enable staff to stand back and reflect on what they are doing, and how others perceive it 10
  • 11. Self-Assessment: Aims • Identify institutional strengths and shortcomings • Review and improve the effectiveness of the institution’s strategic plan • Demonstrate a higher degree of professionalism internally and externally 11
  • 12. Self-Assessment: Benefits • Increases ability to make strategic decisions • Establishes critical and priority needs and actions • Improves systems and monitors institutional progress according to benchmarks • Identifies training needs • Generates more proactive attitude among staff 12
  • 13. Self-Assessment • encourages reflection • gives staff a voice • engages and empowers staff • provides a safe framework for giving and receiving feedback, and acting on it effectively • is a great leadership tool 13
  • 14. Self-Assessment • Can be conducted using a variety of different approaches • The overall focus is promotion of an organisation wide discussion on the current development stage and future development direction 14
  • 15. Basic questions • What is it? • How does it work? • Who’s doing it? • Why is it significant? • What are the downsides? • Where is it going? • What are the implications for e.g. teaching and learning? 15
  • 16. The steps to take • Assign a leader • Assemble a team • Specify a time framework • Gather documentation • Develop an action plan • Implement and review it 16
  • 17. Eaquals Survey: Impact of Self-Assessment • 78% very positive and beneficial • 88% would do it again • Other comments:  very long and repetitive  time consuming  extremely thorough and well documented  blue-sky thinking opportunity  sparked or reinforced a culture of quality awareness  promoted team-building 17
  • 18. Let’s take a closer look 18
  • 19. Eaquals Self-Assessment • Self-Assessment Scheme for Prospective Members • Mid-term Self-Assessment for Accredited Members 19
  • 20. Self-Assessment for prospective members Aims: • enable an institution to make a considered judgement  on its quality standards  whether and when to proceed with the application for Eaquals accreditation 20
  • 21. Eaquals Self-Assessment Scheme • Self-Assessment Questionnaire • Self-Assessment Activities • Guide to developing an action plan • Eaquals Glossary 21
  • 22. The Questionnaire • covers 12 main Categories of the Inspection Scheme • helps to identify developments needed to meet the Eaquals Standards • its results are used to draw up an action plan 22
  • 23. Self-Assessment Activities • follow the format of the Questionnaire, cover 12 Categories • are designed to make the SA more meaningful and realistic • enable staff to look at the institution from the perspective of different stakeholders 23
  • 24. Action Plan • based on the results of the Questionnaire and Activities • a useful team-building exercise • should include answers to the following questions 24
  • 25. Basic Questions • What do we need to change? • What action is needed? • Who will take responsibility for it? • What is the deadline for the action to be completed? • What are the intervening steps which may be needed during the process? • What will the final outcome look like? 25
  • 26. Sample action plan Change Needed Desired Outcome Action Suggested Responsible Person Final Deadline Interveni Deadline To perform a mapping exercise that directly references our curriculum in relation to the CEFR Framework. For all staff and students to have a greater understanding of the CEFR framework and use this more effectively in school language assessment. Stage 1 – research of CEFR and translation of any necessary documents. Stage 2 – a written curriculum document that uses the CEFR Director of Studies Course Programme Coordinator 11. 16 writing 01.17 staff training completed 09.16 first meetin 10.16 – review meeting, document written. 26
  • 27. Eaquals Quality Cycle 1 SA AP AVI FI 27
  • 28. Mid-term Self-Assessment: Aims • Encourages continuing development and reflection against the Eaquals Charters and Standards • Ensures there are no areas of concern with regard to continuing accreditation • Offers support and guidance • Provides a written record of your development since your last inspection 28
  • 29. 29 Summary of feedback gathered since your last inspection Feedback from learners and sponsors such as parents, employers or corporate HR training managers Conclusions of management and teacher meetings, and QA processes Assessment of teaching strengths and weaknesses gathered in performance review meetings and lesson observations Students exam/test results if relevant to your situation Other external feedback including Eaquals recommendations and any other audit results Please give a summary of any strengths and weaknesses you feel you are aware of, in the institution, based on your findings above:
  • 30. Mid-term Self-Assessment Report • feedback from learners, sponsors, external auditors • conclusions of management and teacher meetings, QA processes • assessment of teaching • strengths and weaknesses • developments since the previous inspection 30
  • 31. Eaquals Quality Cycle 2 I D MT SA AP C 31
  • 32. Issues arising • How can we make mid-term self assessment more meangful? • How can it better facilitate an internal dialogue about quality and the process of ongoing improvement and development? • How can it add value to re-inspections? 32
  • 33. 33
  • 34. For consideration • Focus mid-term Self-Assessment on: implementation of recommendations formulated by inspectors at the previous inspection assessment of meeting indicators of excellence 34
  • 35. Post inspection recommendations carry out a self-review to assess significance of recommendations, degree and effectiveness of their implementation list supporting evidence and reflect depending on the outcome formulate an action plan 35
  • 36. Self-Assessment Questionnaire • based on indicatiors of excellence • 12 main Categories • headings the same as the ones for Categories of the Quality Standards 36
  • 37. Sample Questionnaire: • Teaching and Learning • Overall Assessment 37
  • 38. Suggested procedure • inform staff about the rationale of the project • identify Categories crucial for your institutional development and involve staff in the selection process • conduct self-assessment 38
  • 39. Suggested procedure • carry out a strengths/weaknesses analysis • identify priorities • design an action plan 39
  • 40. Proposed scenario • nomimate project leaders • agree on time frame • monitor the proces • measure and assess results 40
  • 41. The Self-Assessment Report • Should clearly describe the state-of- the art • Should analyse the situation: Do you meet the formulated criteria? What evidence can you provide? What are the weaknesses?  What are the strengths? 41
  • 42. Follow-up: Possible scenario • The report is discussed with Eaquals • Priorities are identified • Focus of the re-inspection is agreed 42
  • 44. www.eaquals.org Further information: Ludka Kotarska Eaquals Director of Accreditation lkotarska@eaquals.org www.eaquals.org